Custom automation isn't about picking a CRM. It's about mapping your actual workflow — how leads come in, how jobs get assigned, what happens after a job is done — and building a system that runs that workflow automatically. Less work for you. Fewer dropped balls. More reviews, more repeat business.
Book a Free Strategy Call ↗A new lead comes in. Someone follows up. A job gets done. A review request goes out. A past customer gets a touchpoint. None of these should require you to remember. We build the system that handles them automatically — designed around your specific workflow, not a generic software default.
We map your actual job flow first — lead intake, follow-up timing, job completion, review request, re-engagement. Then we build automation around that. Not around whatever the default template is.
Automated SMS and email sequences that follow up with new inquiries within minutes — when leads are warmest — and keep following up on a schedule until you get a response.
Review requests, satisfaction check-ins, and upsell triggers that fire automatically when a job is marked complete. Consistent every time, without you remembering.
A custom view of the numbers that matter to your business — lead volume, conversion rate, response time, review count, call volume — so you know what's working without digging through six different tools.
Past customers get automatic touchpoints at 60, 90, and 180 days. Keeps your business top of mind for repeat business and referrals without you doing anything.
Custom lead tracking systems, job boards, or internal tools built specifically for your operation. No off-the-shelf platform that 80% of features you'll never use.
Map your workflow
We document exactly how your business operates today — lead sources, response process, job flow, and where things fall through the cracks. The automation is built around that reality.
Build the system
We build the automations, connect the tools, test every trigger, and make sure nothing fires at the wrong time or sends something that feels off-brand. You review before it goes live.
Monitor and improve
We track which automations are working — which follow-up sequences convert, which review requests get clicked, which re-engagement campaigns drive repeat calls. We improve what isn't performing.